Level Four Advisory Services’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.63M Buy
10,731
+182
+2% +$58.3K 0.1% 222
2026
Q1
$3.19M Sell
10,549
-1,343
-11% -$450K 0.1% 227
2025
Q4
$4.4M Buy
11,892
+2,014
+20% +$721K 0.14% 184
2025
Q3
$3.28M Buy
9,878
+2,431
+33% +$773K 0.11% 214
2025
Q2
$2.38M Buy
7,447
+447
+6% +$126K 0.09% 240
2025
Q1
$1.88M Sell
7,000
-776
-10% -$229K 0.08% 251
2024
Q4
$2.31M Buy
7,776
+244
+3% +$70.1K 0.09% 229
2024
Q3
$2.03M Buy
7,532
+2,176
+41% +$542K 0.09% 238
2024
Q2
$1.24M Buy
5,356
+3,168
+145% +$734K 0.06% 290
2024
Q1
$410K Hold
2,188
0.02% 528
2023
Q4
$410K Buy
2,188
+50
+2% +$8.05K 0.02% 526
2023
Q3
$319K Sell
2,138
-407
-16% -$66.6K 0.02% 561
2023
Q2
$443K Buy
2,545
+244
+11% +$39.4K 0.03% 513
2023
Q1
$380K Buy
2,301
+299
+15% +$49.6K 0.02% 527
2022
Q4
$296K Buy
2,002
+29
+1% +$4.3K 0.02% 523
2022
Q3
$266K Sell
1,973
-181
-8% -$27.4K 0.03% 449
2022
Q2
$299K Sell
2,154
-97
-4% -$16K 0.03% 449
2022
Q1
$421K Buy
2,251
+2
+0.1% +$361 0.03% 445
2021
Q4
$368K Buy
2,249
+143
+7% +$24.4K 0.03% 471
2021
Q3
$353K Sell
2,106
-4,993
-70% -$835K 0.04% 354
2021
Q2
$1.17M Buy
7,099
+2,515
+55% +$394K 0.08% 249
2021
Q1
$648K Sell
4,584
-845
-16% -$112K 0.05% 337
2020
Q4
$656K Sell
5,429
-796
-13% -$88.2K 0.05% 313
2020
Q3
$624K Sell
6,225
-1,530
-20% -$151K 0.05% 313
2020
Q2
$744K Sell
7,755
-377
-5% -$34.7K 0.06% 301
2020
Q1
$700K Sell
8,132
-1,306
-14% -$152K 0.08% 257
2019
Q4
$1.18M Buy
9,438
+4,201
+80% +$502K 0.05% 258
2019
Q3
$620K Sell
5,237
-241
-4% -$29.6K 0.06% 290
2019
Q2
$676K Sell
5,478
-248
-4% -$29.1K 0.07% 269
2019
Q1
$626K Sell
5,726
-350
-6% -$36.8K 0.07% 271
2018
Q4
$579K Buy
6,076
+991
+19% +$104K 0.07% 265
2018
Q3
$541K Buy
5,085
+350
+7% +$36.4K 0.06% 324
2018
Q2
$464K Buy
4,735
+10
+0.2% +$983 0.03% 395
2018
Q1
$441K Buy
4,725
+1,542
+48% +$149K 0.03% 372
2017
Q4
$316K Sell
3,183
-1,071
-25% -$102K 0.02% 445
2017
Q3
$385K Buy
4,254
+154
+4% +$13.2K 0.03% 373
2017
Q2
$319K Sell
4,100
-11
-0.3% -$870 0.05% 350
2017
Q1
$320K Buy
4,111
+134
+3% +$10.5K 0.03% 401
2016
Q4
$295K Buy
+3,977
New +$275K 0.04% 365

Other funds holding AXP

Level Four Advisory Services's AXP Position: Q2 2026 in Review

Level Four Advisory Services increased its American Express (AXP) stake by 1.7% in Q2 2026, buying an estimated $58.3K and bringing the position to 10,731 shares worth $3.63M. The position accounts for 0.1% of the portfolio, ranked #222.

Level Four Advisory Services first reported a position in AXP in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.4M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Level Four Advisory Services held 10,731 shares of American Express worth $3.63M as of Q2 2026.
  • Level Four Advisory Services bought 182 American Express shares in Q2 2026, an estimated $58.3K.
  • American Express made up 0.1% of Level Four Advisory Services's portfolio in Q2 2026, its #222 holding.
  • Level Four Advisory Services first reported a position in American Express in Q4 2016 and has held it in 39 quarters since.
  • Level Four Advisory Services's American Express position peaked at $4.4M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.